Indiabulls Asset Management Company Limited

Indiabulls Tax Savings Fund-Regular Plan-Growth Option

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-1.5%
  • 3 yr return9.4%
  • 5 yr return4.6%
  • Expense Ratio2.25%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees39.2
  • NAVRupees13.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation From Adiversified Portfolio Of Predominantly Equity And Equity-Related Securities. The Scheme Shalloffer Tax Benefits Under Section 80C Of The Income Tax Act.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Indiabulls Mutual Fund 15.5
  • HDFC Bank Limited 8.2
  • Reliance Industries Limited 7.9
  • ICICI Bank Limited 7.2
  • Infosys Limited 5.3
  • CCIL 4.4
  • Bharti Airtel Limited 3.8
  • State Bank of India 3.6
  • Larsen & Toubro Limited 3
  • Container Corporation of India Limited 2.8
  • Hindustan Unilever Limited 2.7
  • Sectors %
  • Banks23.1
  • Mutual Fund15.5
  • Internet and Technology8.2
  • Petroleum Products7.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps5.6

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